See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,712 | $183,519-44.6% | $155,509-34.6% | $145,922-30.3% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.4pp | 80.3%-11.5pp |
| Annual return | 10.24% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,457 | $5,313-34.9% | $4,672-26.0% | $4,660-25.8% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $768 | $19,313-96.0% | $15,912-95.2% | $13,397-94.3% |